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CrowdStrike

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
2226
Providence Capital Advisors
North Carolina
$107K +$79.6K +560 New
BL
2227
BFSG LLC
California
$104K -$2.84K -20 -4%
MAM
2228
Meeder Asset Management
Ohio
$103K +$11.4K +80 +17%
PWA
2229
Physician Wealth Advisors
Utah
$103K +$3.98K +28 +5%
ACA
2230
American Capital Advisory
Idaho
$101K +$2.84K +20 +4%
AFG
2231
Albion Financial Group
Utah
$101K – – –
OW
2232
Olistico Wealth
Oklahoma
$101K – – –
LWCFA
2233
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99.2K +$73.9K +520 New
DJSG
2234
D.J. St. Germain
Massachusetts
$97.7K -$2.27K -16 -3%
GA
2235
GoalVest Advisory
New York
$96.9K +$1.14K +8 +2%
TTIC
2236
Tower Trust & Investment Company
Iowa
$96.2K +$1.14K +8 +2%
HIA
2237
Highland Investment Advisors
Florida
$95.4K +$71K +500 New
RWM
2238
RMG Wealth Management
Wisconsin
$94.9K +$176K +1,236 +260%
EWP
2239
Elevation Wealth Partners
California
$94.6K +$5.68K +40 +9%
HFS
2240
Hughes Financial Services
Virginia
$93.1K +$6.25K +44 +10%
BBPWM
2241
Blue Bell Private Wealth Management
Pennsylvania
$93.1K +$14.8K +104 +27%
NB
2242
NBH Bank
Colorado
$92.3K +$68.8K +484 New
PWMA
2243
Pension & Wealth Management Advisors
Massachusetts
$91.7K – – –
CNBT
2244
Cornerstone National Bank & Trust
Illinois
$91.2K – – –
JWM
2245
JPL Wealth Management
Colorado
$90.8K +$6.25K +44 +10%
TFA
2246
Transamerica Financial Advisors
Florida
$90.8K +$23.3K +164 +53%
UOTTAIMCU
2247
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$90K +$67.1K +472 New
TF
2248
Tompkins Financial
New York
$88.5K +$65.9K +464 New
AEPWM
2249
Atlantic Edge Private Wealth Management
Florida
$87.8K – – –
TFM
2250
TFC Financial Management
Massachusetts
$87.8K +$30.7K +216 +89%